CSV Field Descriptions and Requirements - Filing Services®

To download the latest version of the CSV batch import sample template with field definitions, click on the link below:

CSV Sample File With Field Definitions.

The sample file has a list of headers that can be imported into InsCipher as well as definitions of the fields. Please take time to study the sample file. Headers listed in red, need to be included in some form in order for the transaction to be added in a "Submitted" status.

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Any values left blank that are required for submission may result in the transaction being added in a "Saved" status. "Saved" status is considered incomplete. These will need to be manually edited by logging into the InsCipher portal, finding the filing, clicking edit, and adding the missing information.

Field Mapping Informational Packet

For information related to Lines of business import codes, Insurance company import codes, Description of Risk import codes, Filing Types, Tax Titles, and Document Requirements, refer to this mapping packet.